Asset Manager
← All Institutions
GR FINANCIAL GROUP, LLC
Market Value
$0
-100.0%
Holdings
28
-2
New Purchases
0
Added To
0
Closed
28
Reduced
0
Top 10 Concentration
0%
Turnover
0%
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 16 | $0 | 0% |
| Large Cap | 11 | $0 | 0% |
| Mid Cap | 1 | $0 | 0% |
Portfolio Analytics
Avg Market Cap
$1.1T
Median Market Cap
$368.8B
Avg P/E
54.9
Median P/E
32.9
Avg Dividend Yield
0.00%
Avg Beta
1.56
# Stocks
16
# ETFs / Funds
12
Top Holdings (28 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | LLY | —% | — | — | — | -$609K | -567 | -100.0% | SOLD |
| 2 | RTX | —% | — | — | — | -$1M | -7,003 | -100.0% | SOLD |
| 3 | TSM | —% | — | — | — | -$272K | -894 | -100.0% | SOLD |
| 4 | HOOD | —% | — | — | — | -$207K | -1,829 | -100.0% | SOLD |
| 5 | COST | —% | — | — | — | -$888K | -1,030 | -100.0% | SOLD |
| 6 | AMZN | —% | — | — | — | -$4M | -16,002 | -100.0% | SOLD |
| 7 | AAPL | —% | — | — | — | -$4M | -13,758 | -100.0% | SOLD |
| 8 | META | —% | — | — | — | -$2M | -3,274 | -100.0% | SOLD |
| 9 | ACWI | —% | — | — | — | -$260K | -1,837 | -100.0% | SOLD |
| 10 | MU | —% | — | — | — | -$253K | -888 | -100.0% | SOLD |
| 11 | FBTC | —% | — | — | — | -$1M | -13,255 | -100.0% | SOLD |
| 12 | IVV | —% | — | — | — | -$316M | -460,626 | -100.0% | SOLD |
| 13 | SMH | —% | — | — | — | -$202K | -562 | -100.0% | SOLD |
| 14 | AGG | —% | — | — | — | -$352K | -3,521 | -100.0% | SOLD |
| 15 | IBIT | —% | — | — | — | -$2M | -41,368 | -100.0% | SOLD |
| 16 | SPY | —% | — | — | — | -$3M | -3,803 | -100.0% | SOLD |
| 17 | GOOG | —% | — | — | — | -$373K | -1,189 | -100.0% | SOLD |
| 18 | GLD | —% | — | — | — | -$317K | -800 | -100.0% | SOLD |
| 19 | MSFT | —% | — | — | — | -$4M | -8,044 | -100.0% | SOLD |
| 20 | NVDA | —% | — | — | — | -$434K | -2,327 | -100.0% | SOLD |
| 21 | RKLB | —% | — | — | — | -$354K | -5,073 | -100.0% | SOLD |
| 22 | TSLA | —% | — | — | — | -$666K | -1,482 | -100.0% | SOLD |
| 23 | TXN | —% | — | — | — | -$271K | -1,564 | -100.0% | SOLD |
| 24 | SOXL | —% | — | — | — | -$356K | -8,461 | -100.0% | SOLD |
| 25 | XLK | —% | — | — | — | -$10M | -72,478 | -100.0% | SOLD |
| 26 | UPRO | —% | — | — | — | -$377K | -3,258 | -100.0% | SOLD |
| 27 | BRK-B | —% | — | — | — | -$216K | -430 | -100.0% | SOLD |
| 28 | PYLD | —% | — | — | — | -$92M | -3,459,393 | -100.0% | SOLD |